Project Manager (Client Onboarding)

Position: Project Manager (Client Onboarding)

Department: Product

Working hours: Monday - Friday 9:00AM - 5:00PM EST 

Location: New York City, hybrid

The Project Manager (Client Onboarding) will play a pivotal role in supporting sales and onboarding for GlobeTax’s largest and most complex clients. The role involves non-technical project management – coordinating client onboarding across internal and external stakeholders – to support analysis, sales, and onboarding for some of the world’s leading financial institutions.

The ideal candidate combines strong analytical, organizational, and communication skills with a proactive approach to managing complexity and driving clarity across teams. This is an excellent opportunity for a motivated professional who enjoys solving problems, coordinating high-stakes projects, and continuously improving systems that support client success and business growth. The Project Manager (Client Onboarding) reports to the Director of Product.

Responsibilities

Project Management

• Provide end-to-end project management support for onboarding large and complex financial institutions.
• Create and maintain detailed project plans, timelines, and deliverables for all onboarding initiatives; ensure on-time execution.
• Schedule client calls and internal meetings, determining relevant participants, coordinating schedules, and preparing agendas.
• Document and distribute meeting minutes, decisions, and action items; follow up to ensure timely completion.
• Track project progress and prepare status updates and reports for senior management and client stakeholders.
• Identify project risks and proactively escalate issues or bottlenecks to ensure resolution.
• Support continuous improvement of onboarding processes by identifying inefficiencies and proposing scalable solutions.

Digital Transformation Support

• Identify opportunities for automation and process improvement to enhance efficiency within onboarding and client servicing workflows.
• Collaborate with internal teams to implement new tools and systems that improve project tracking, business development, and client success.

Requirements

• Bachelor’s degree in Business, Finance, Economics, Operations Management, or a related field.
• 5 years of experience in project management, client onboarding, or business analysis/intelligence, ideally within financial services or a related sector.
• Demonstrated experience managing complex, multi-stakeholder projects from initiation through completion.
• Strong organizational and communication skills with the ability to coordinate across departments and manage multiple priorities.
• Experience with Salesforce or other CRM systems; ability to maintain data quality and generate reports.
• Knowledge of financial markets, investment processes, or withholding tax preferred but not required.
• PMP certification or formal project management training a plus.
• Self-starter who thrives in a fast-paced, collaborative environment and adapts easily to evolving priorities.
  • GlobeTax is unable to provide employment sponsorship for this position at this time or in the future. 

ACCOMMODATIONS

• The role requires sitting for extended periods of time and the ability to speak and hear. Specific vision abilities include close vision for data entry.
• Reasonable accommodations may be made to ensure individuals with disabilities can perform essential functions. GlobeTax is an Equal Employment Opportunity Employer.

*Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time;
*This description reflects management’s assignment of essential functions, it does not proscribe or restrict the tasks that may be assigned;
*This job description is subject to change at any time